Allegheny Financial Group LTD
CIK:0001844148
Investment Adviser
$5B AUM
248 holdings
Pittsburgh, PA, USA
An SEC-registered investment advisory firm offering financial planning, portfolio management, and more.
Investment Strategy
Client-centered financial planning with market research and portfolio management.
Latest 13F Filing Activity
Allegheny Financial Group LTD filed their most recent 13F report on Jun 30, 2025 disclosing 246 equity positions with a total 13F market value of $450M. The fund increased holdings in Putnam Etf Trust, Invesco Exchange Traded FD T, Ishares TR among other positions. Allegheny Financial Group LTD reduced exposure to Erie Indty Co., Fidelity Merrimack STR TR, Exxon Mobil Corp. among others.
Top Buys
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PVAL | PUTNAM ETF TRUST | 8.82% | $39.7M | 987,572 | $38.92 | $40.23 | +$20.2M |
E ERIE | ERIE INDTY CO | 5.05% | $22.8M | 65,641 | $248.07 | $346.79 | -$4.7M |
N NVR | NVR INC | 4.94% | $22.2M | 3,011 | $5484.02 | $7385.66 | +$405.5K |
D DGRO | ISHARES TR | 4.40% | $19.8M | 309,976 | $48.82 | $63.94 | +$624.0K |
S SCHG | SCHWAB STRATEGIC TR | 4.17% | $18.8M | 642,509 | $18.07 | $29.21 | +$3.1M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+7.2%
INSURANCE AGENTS, BROKERS & SERVICE
+5.1%
OPERATIVE BUILDERS
+4.9%
PETROLEUM REFINING
+3.8%
ELECTRONIC COMPUTERS
+3.6%
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
J Jonathan Kuhn | Managing Partner | Pittsburgh, PA , United States | |
T Tristan Wagner | Research Associate | Pittsburgh, PA , United States |